Merck & Co., Inc.
MRK- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000310158
In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.
13F holders, Q3 2024
Institutional positions in Merck & Co., Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,502
- −15 vs. Q2 2024
- Shares held
- 1.96B
- +213.1M (+12.2%) vs. Q2 2024
- Total value
- $221.8B
- +$5.55B (+2.6%) vs. Q2 2024
- New holders
- 146
- 1,537 more added
- Sold out
- 161
- 1,421 more reduced
41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 3,269 | $371.2K | 0.23% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,280 | $372.5K | 0.02% | −10.0% | Reduced |
| Gibson Capital, LLC | 3,280 | $372.5K | 0.08% | 00.0% | Unchanged |
| Sentinus, LLC | 3,282 | $372.7K | 0.14% | −180−5.2% | Reduced |
| Goldstein Advisors, LLC | 3,282 | $372.7K | 0.06% | −177−5.1% | Reduced |
| Foster Group, Inc. | 3,287 | $373.3K | 0.01% | −272−7.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,290 | $373.6K | 0.12% | −92−2.7% | Reduced |
| Noble Family Wealth, LLC | 3,291 | $373.7K | 0.10% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,292 | $373.8K | 0.05% | +3,292 | New |
| Pasadena Private Wealth, LLC | 3,310 | $375.9K | 0.08% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,318 | $376.7K | 0.20% | −566−14.6% | Reduced |
| Marks Group Wealth Management, Inc | 3,325 | $377.6K | 0.04% | −85−2.5% | Reduced |
| Trust Co of Oklahoma | 3,325 | $377.6K | 0.12% | −59−1.7% | Reduced |
| McCollum Christoferson Group LLC | 3,325 | $377.6K | 0.11% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,332 | $378.0K | 0.01% | −1,534−31.5% | Reduced |
| Cohen & Steers, Inc. | 3,333 | $378.0K | 0.00% | +64+2.0% | Added |
| MQS Management LLC | 3,330 | $378.2K | 0.21% | −3,565−51.7% | Reduced |
| SkyOak Wealth, LLC | 3,337 | $379.0K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,342 | $379.5K | 0.12% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,344 | $379.7K | 0.18% | +3,344 | New |
| Marshall Wace, LLP | 3,360 | $381.6K | 0.00% | −2,580,823−99.9% | Reduced |
| Jacobsen Capital Management | 3,361 | $381.7K | 0.16% | −525−13.5% | Reduced |
| Traveka Wealth, LLC | 3,364 | $382.0K | 0.19% | −68−2.0% | Reduced |
| Maia Wealth LLC | 3,621 | $383.4K | 0.09% | +76+2.1% | Added |
| Fermata Advisors, LLC | 3,377 | $383.5K | 0.08% | +46+1.4% | Added |
| Verum Partners LLC | 3,378 | $383.6K | 0.11% | −62−1.8% | Reduced |
| PVG Asset Management Corp | 3,380 | $383.8K | 1.54% | +3,380 | New |
| Beacon Financial Strategies CORP | 3,382 | $384.1K | 0.26% | +10.0% | Added |
| Gallacher Capital Management LLC | 3,386 | $384.5K | 0.18% | +3,386 | New |
| Laraway Financial Inc | 3,392 | $385.2K | 0.31% | −50−1.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,402 | $386.3K | 0.10% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,402 | $386.3K | 0.06% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,407 | $386.9K | 0.02% | +511+17.6% | Added |
| One Charles Private Wealth Services, LLC | 3,409 | $387.1K | 0.15% | +2+0.1% | Added |
| Carmel Capital Partners, LLC | 3,411 | $387.4K | 0.15% | +234+7.4% | Added |
| Semus Wealth Partners LLC | 3,412 | $387.5K | 0.27% | +395+13.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,420 | $388.4K | 0.20% | −179−5.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,401 | $388.5K | 0.07% | +1,113+48.6% | Added |
| Brown Capital Management LLC | 3,424 | $388.8K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 3,160 | $390.2K | 0.10% | −116−3.5% | Reduced |
| Valley Financial Group, Inc. | 3,445 | $391.2K | 0.27% | −15−0.4% | Reduced |
| Taurus Asset Management, LLC | 3,449 | $391.7K | 0.04% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,449 | $392.0K | 0.05% | +993+40.4% | Added |
| Lion Street Advisors, LLC | 3,453 | $392.2K | 0.14% | +587+20.5% | Added |
| Gateway Wealth Partners, LLC | 3,461 | $393.0K | 0.11% | +20+0.6% | Added |
| Fiducient Advisors LLC | 3,440 | $393.2K | 0.05% | +157+4.8% | Added |
| West Bancorporation Inc | 3,465 | $393.5K | 0.26% | +60+1.8% | Added |
| Prostatis Group LLC | 3,466 | $393.6K | 0.13% | −105−2.9% | Reduced |
| Prosperity Financial Group, Inc. | 3,466 | $393.6K | 0.22% | +95+2.8% | Added |
| Summit Wealth Group, LLC | 3,470 | $394.0K | 0.11% | +3+0.1% | Added |
| Gibbs Wealth Management | 3,470 | $394.1K | 0.13% | +1,176+51.3% | Added |
| Tradition Wealth Management, LLC | 3,474 | $394.5K | 0.04% | −467−11.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,445 | $395.3K | 0.07% | +120+3.6% | Added |
| Integral Investment Advisors, Inc. | 3,482 | $395.4K | 0.13% | −198−5.4% | Reduced |
| Uhlmann Price Securities, LLC | 3,486 | $395.9K | 0.31% | +3,486 | New |
| Alexander Labrunerie & Co., Inc. | 3,487 | $395.9K | 0.18% | +3+0.1% | Added |
| Financial Management Professionals, Inc. | 3,491 | $396.0K | 0.05% | −316−8.3% | Reduced |
| Liberty Wealth Management LLC | 3,490 | $396.0K | 0.07% | −65,364−94.9% | Reduced |
| MBE Wealth Management, LLC | 3,493 | $396.6K | 0.22% | −99−2.8% | Reduced |
| Amarillo National Bank | 3,494 | $396.8K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,494 | $396.8K | 0.07% | −54−1.5% | Reduced |
| Rollins Financial Advisors, LLC | 3,495 | $396.9K | 0.07% | +2+0.1% | Added |
| Cairn Investment Group, Inc. | 3,500 | $397.0K | 0.22% | −225−6.0% | Reduced |
| Petix & Botte Co | 3,496 | $397.0K | 0.11% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,498 | $397.2K | 0.29% | +68+2.0% | Added |
| Retirement Planning Group | 3,499 | $397.3K | 0.02% | +3,499 | New |
| Greenspring Advisors, LLC | 3,501 | $397.6K | 0.09% | +3,501 | New |
| BKM Wealth Management, LLC | 3,511 | $398.7K | 0.16% | −5,889−62.6% | Reduced |
| Instrumental Wealth, LLC | 3,638 | $399.1K | 0.39% | −32−0.9% | Reduced |
| Cypress Wealth Services, LLC | 3,528 | $400.6K | 0.08% | −31−0.9% | Reduced |
| FFT Wealth Management LLC | 3,529 | $400.8K | 0.03% | +662+23.1% | Added |
| EdgeRock Capital LLC | 3,529 | $400.8K | 0.28% | +522+17.4% | Added |
| Texas Capital Bancshares Inc | 3,530 | $400.9K | 0.16% | −127−3.5% | Reduced |
| Redwood Investment Management, LLC | 3,531 | $401.0K | 0.04% | −10,364−74.6% | Reduced |
| Hemington Wealth Management | 3,925 | $401.0K | 0.11% | −773−16.5% | Reduced |
| Dillon & Associates Inc | 3,521 | $401.0K | 0.06% | +70+2.0% | Added |
| First Personal Financial Services | 3,533 | $401.2K | 0.08% | +9+0.3% | Added |
| Latitude Advisors, LLC | 3,534 | $401.3K | 0.23% | +29+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,536 | $401.5K | 0.05% | +10.0% | Added |
| Abundance Wealth Counselors | 3,539 | $402.0K | 0.08% | +248+7.5% | Added |
| Northwest Financial Advisors | 3,544 | $402.4K | 0.32% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,545 | $402.6K | 0.21% | +37+1.1% | Added |
| Verus Financial Partners, Inc. | 3,513 | $403.0K | 0.04% | +26+0.7% | Added |
| McLean Asset Management Corp | 3,678 | $403.7K | 0.12% | −26−0.7% | Reduced |
| Willow Creek Wealth Management Inc. | 3,557 | $403.9K | 0.04% | −292−7.6% | Reduced |
| Morris Retirement Advisors, LLC | 3,559 | $404.2K | 0.22% | −24−0.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,560 | $404.3K | 0.08% | +38+1.1% | Added |
| Legacy Advisory Services, LLC | 3,568 | $405.2K | 0.35% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 3,570 | $405.4K | 0.09% | −782−18.0% | Reduced |
| Three Seasons Wealth, LLC | 3,547 | $405.5K | 0.21% | +3,547 | New |
| Grey Fox Wealth Advisors, LLC | 3,551 | $406.0K | 0.11% | −174−4.7% | Reduced |
| Coco Enterprises, LLC | 3,692 | $406.1K | 0.24% | −49−1.3% | Reduced |
| Greenline Partners, LLC | 3,579 | $406.4K | 0.06% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 3,579 | $406.4K | 0.35% | +3,579 | New |
| Rosenberg Matthew Hamilton | 3,590 | $407.7K | 0.11% | +161+4.7% | Added |
| Omnia Family Wealth, LLC | 3,572 | $408.4K | 0.18% | −182−4.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,148 | $408.9K | 0.25% | +244+6.3% | Added |
| Chiron Capital Management, LLC | 3,611 | $410.1K | 0.36% | +911+33.7% | Added |
| Somerset Group LLC | 3,613 | $410.3K | 0.38% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,628 | $412.0K | 0.05% | −59−1.6% | Reduced |